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The gem you didn't know about until now

Company Description

Monarch Wealth Management, LLC is a financial firm located in Brighton, NY. Our mission is to understand and address your specific financial needs and goals. From retirement planning to estate planning, we are dedicated to guiding you step-by-step towards your financial aspirations. We believe in holistic financial planning and challenging conventional wisdom in our approach to investing and preserving wealth. Our culture is built upon mutual respect, collaboration, and team success. We are committed to providing the highest level of objective service to our clients.

Role Description

This is a full-time, on-site role for an Operational Specialist at Monarch Wealth Management, LLC in Brighton, NY. The Operations Specialist will be responsible for day-to-day tasks related to servicing client accounts, communicating with clients and coworkers, project management, meeting preparation, and sales support. The role requires attention to detail, strong analytical skills, and the ability to collaborate with team members.


  • No financial or sales experience required

  • Organizational Skills, Ability to manage multiple tasks

  • Analytical Skills, Operations Management, and Project Management

  • Excellent written and verbal Communication skills

  • Sales experience or Sales support skills

  • Attention to detail and problem-solving abilities

  • Strong organizational and time management skills

  • Experience in the financial industry is a plus

If you haven't checked out my PennyWise Financial Podcast, watch a clip from my latest episode. You'll see topics that cover all sorts of things that tie into financial decisions or goals we plan for every day with our clients.

Scroll down a little past the clip to watch the entire episode. It's available on all major podcast platforms like Apple Podcasts, YouTube Music, Spotify, Amazon Music, and YouTube.

👇Or click below to watch the full Episode

Everyone wants to offer advice. We hope you have the right person. A trusted person to guide you on your path to achieving your goals. If you're not working with the right team or want a second opinion, we hope you consider our services. Follow our content to learn more about our process, and investment philosophy and hear real-life accounts of what our clients are dealing with and how we help them.

And that's only the beginning. Reach out and schedule a consultation to discuss your situation. We'll walk you through your options and help you make the right choice for your goals. Click below to listen to the latest PennyWise Financial Podcast and hear more commentary on the stuff you need to know, and much more. Check out another episode below or view our catalog of videos by clicking the button linked to our channel.

Want to learn more? Follow our latest market commentary, firm updates, or anything financial via our blog, Podcast, or Videos.

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